Sequoia Capital to Companies: Think Cash Flow

I won't add much more to Om Malik's truly scary report, Inside Details of Sequoia Capital’s Doomsday Meeting With its Companies.

• Of the hundreds of companies in Skype's ecosystem (termination suppliers, API developers, embedded hardware, IP licensors, mobile, payment), which ones lack a year's cash in the bank and a positive cashflow?
• Of those at risk, can Skype help them survive the tough times?
• As markets get mean, will Skype be able to cheaply buy talent and technology from failing startups and competitors? Who could you look at?
• How fast can Skype turn Prime, Find/Directory, and Skype for Business services into revenue generators that delight and scale?

Many great little communications companies are not safe. I fully expect the dead pool to be filling up by eComm09 in March as cash flows dry up and founders call it quits.

tags: skype, sequoia, sequoia capital, doomsday, economy, cash, cashflow

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